Job Description

*Candidates from the Automotive Industry are encouraged to apply*

:

• Compliance oriented
• Do contracts on Xperteck
• Securing files digital and hard copies
• Pass compliance audits monthly and quarterly by Insurancewise and Moonstone
• Yearly training to stay compliant with regulations (18 cpd points per year)
• General reports for month end
• Do sanction screening off deals before invoicing
• General admin duties
• Natis documents gets to relevant banks
• Do customer visits and site inspections for banks
• Signing of clients contracts either on site or off site
• Follow up constantly with sales on the progress of deals as clients phones F&I to follow up on their deliveries and progress of trucks
• Relationship building with Sales Executives
• Support to Sales Executives
• Complete process of finance from start to end with banks
• Send POP to accounts and sales executives once payments on deals have been made
• Daily banking allocations
• Requesting settlements for clients and send them settlements once received
• Attend any other meetings required to attend
• Requesting deposits from clients when deals are approved on behalf of Sales
• Prepare letter of undertakings to banks to get payments of trucks from banks
• General customer queries / assistance / requests
• Type and do approval letters to clients either bank or in-house finance
• Contracts for in-house clients
• Requesting contracts from banks and check them and make sure they are correct
• Upload files on shared drive
• Request DIC invoices from invoice clerks
• Update deals on Signio
• Send and receive Application documents to clients go through them and request outstanding info

from clients * Constant follow-up on banks for feedback

• Sinosure deals -approvals, contracts, credit reports
• Do all other export deals except Zambia- credit reports, approvals,approvals contracts
• Assisting F&I Manager with all other duties that may arise

Requirements:

• NQF Level 4 Financial Qualification - Full F&I Qualification
• NCR Accreditation
• RE5 Representative Accreditation
• Minimum 5 years' experience in a similar role
• Read and write in English and Afrikaans
• Code 8 license
• Team player
• Confident and proactive approach - anticipates issues and requirements

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